Often the first thing that comes to mind when looking for an advisor is managing investments. Bull…read moreOak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

As a retired engineering business owner, I have been impressed by their unique financial model,…read moreservices, and, most importantly, their ethics and values. I've been their client since the inception of Bulloak and I highly recommend them to sophisticated investors.

We have been working with Orion Capital Management for the last 15+ years. The team is great to…read morework with and specifically, Peter Thoms. Pete has guided our portfolio through the ups and downs of investing and our portfolio has not only increased, but is diversified to weather today's storm and then for growth in the future. The Orion team is responsive and listen to our needs: from buying homes, to starting a college fund, to currently paying for college and next will be executing retirement. Plus, we live in Coronado and it's been great to visit his office to get his professional insight in person. I have referred a few clients over the years and all are pleased with their performance. I highly recommend Orion Capital Management.

I highly recommend Orion Capital Management, and Jefferson Rotherham specifically. I am a financial…read moreplanning client of modest means, and Jefferson absolutely added value to my planning for retirement. He was helpful, respectful, and supportive throughout the process of creating a plan for me that takes into account my individual preferences and needs. I feel like he provided the same level of value-add services that someone with many more resources would have received, and I'm grateful to have been treated with such respect. I highly recommend Jefferson as an adviser and will continue to work with him in the future.

Great service I love Next Gen. I will continue to use in regards to financial planning. Need more…read moreinformation, then call them and they will give you their all and more. Love it love it.

Working with Steven and the Next Gen Financial team is such a worthwhile investment. I found Steven…read moreyears back and was drawn to his approach to financial planning and his commitment to listening to me and creating a plan that fits my goals and my lifestyle. I liked that he intended to be a lifetime resource for me, as I was under 30 at the time, and I am not good with long term financial planning beyond just saving as much money as possible. Steven helps you strategize with your money and make decisions that are right for you and your situation. Having this relationship brings so much peace of mind and I can't recommend Next Gen strongly enough.

Another year of tax prep help and Westax continues to be awesome!! Great staff, great customer…read moreservice. Can not say enough good things about the staff being friendly, professional and responsive. Thanks Westax!!!

I've been going to Westax for over a decade. They are awesome!!! Highly recommend their…read moreknowledgeable and friendly staff!!!

Jeff came highly recommended by a respected friend and businessman. I was impressed by his…read moreknowledge of current San Diego market conditions and trends, the value of my unit and how it stacked up against the competition. He was well versed on the amenities and fees of my specific condo building and similar buildings in the area. He gave buyers insight into the dramatic revitalization and development taking place in the Marina area. He has an eye for quality and appreciated the finer details of the recently completed renovations which set my home apart. He also had great resources for staging to best reveal the home's potential. Jeff is a true professional; if he said something was taken care of, I could consider it done! He handled the entire transaction seamlessly while I was out of state on business. He made the transaction easy and fun for me and worked well with all the parties involved. He has my highest recommendation.

Sand and Sea Investments…read more Jeff Grant - Sand and Sea Investments Trust and confidence are essential qualities to look for when selecting a real estate agent. My husband and I had the fortunate opportunity to have had Jeff Grant and Sand and Sea Investments as our real estate investment agent. We found him knowledgeable, respectful and most importantly acted with integrity regarding our recent purchase. Under challenging circumstances Jeff worked hard finding an excellent Starker 1031 exchange property with just one remaining day before the expiration date. After escrow closed Jeff and his team then listed the property for rent, interviewed and personally screened all applicants managing the entire process to the move in date. Throughout our experience he was respectful and polite, a true professional. In the past we've worked with many real estate agents both for our personal homes and investment properties. We confidently recommend Jeff Grant as the most exemplary model of the ideal Real Estate Agent. Debbie and Les Smith

I have been a client for years. Ted and Vicki are really helpful when issues arise. They are…read moregenuinely good Christian people. I trust them. If they don't know the answer, they'll research it and find you an answer.

Ted Anderson Insurance Services has helped my family with our insurance needs for decades. Ted and…read moreVicki both are very easy to talk with and explain everything in terms I can understand. I appreciate how they care and take the time to make sure we get the right product. I would recommend their services to anyone.

My wife and I had an outstanding experience working with Michael during our home purchase. As a…read moremilitary family stationed in the UK, we received orders to return to San Diego and decided to buy before our arrival. The entire process was handled remotely through email, phone, and FaceTime. Despite the challenges of distance and time zones, Michael ensured the process was smooth and stress-free. Michael was consistently responsive, professional, and patient, always taking the time to explain each step and make sure we felt confident in our decisions. His FaceTime walkthroughs were thorough and transparent, ensuring we saw every detail of the home. What truly set him apart was his hands-on approach to overseeing repairs and addressing issues on our behalf, providing us with complete peace of mind while we were overseas. Michael went above and beyond for our family. We are deeply grateful for his dedication and commitment, and we would gladly work with him again. We highly recommend him to anyone, especially military families and first time homebuyers.

I'm a retired, oceanfront, condominium, developer, and marketer with decades of experience in real…read moreestate. Rarely have I found a service such as Mike and Jessica provide that compares to their level of professionalism, knowledge, responsiveness, and caring that they bring to the table. From guidance on pricing and timing on the listing, to staging and a host of other prep items needing attention, to the entire quick sales process and closing, Mike and Jessica are second to none.. If you're thinking of listing a property in San Diego and you're fortunate enough to know about the Wolfs, I would look no further. It simply does not get any better than this amazing team!

Always very very helpful! The La Jolla branch and the coronado branch are fantastic! Kudos to Rob…read moreand their whole team!

Best personal service ever offered by a bank!! Never ever talk to an automated attendant.read more